Who owns BSMW?
Invesco Bulletshares 2032 Municipal Bond ETF · Invesco
69 institutions reported holding BSMW, worth $129.5M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of BSMW
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $13.0M | 516,887 | +52,616 shares |
| LPL Financial LLC | Fort Mill, SC | $11.5M | 458,971 | +37,049 shares |
| Stratos Wealth Advisors, LLC | Beachwood, OH | $7.1M | 281,549 | +42,899 shares |
| Lido Advisors, LLC | Los Angeles, CA | $7.0M | 279,328 | +171,728 shares |
| Atlantic Union Bankshares Corp | Glen Allen, VA | $6.9M | 274,117 | +48,052 shares |
| Wells Fargo & Company | San Francisco, CA | $5.9M | 233,494 | −3,635 shares |
| Bank of America Corp. | Charlotte, NC | $5.7M | 228,408 | +29,740 shares |
| Confluence Investment Management LLC | St. Louis, MO | $5.0M | 197,253 | −15,413 shares |
| Precedent Wealth Partners, LLC | Houston, TX | $4.4M | 173,161 | +11,806 shares |
| Invesco Ltd. | Atlanta, GA | $4.3M | 172,867 | +3,430 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns BSMW?
69 institutional managers reported holding BSMW in Form 13F filings for June 30, 2026, worth $129.5M in total. The largest reported position was held by Morgan Stanley, at $13.0M.
Did institutions buy or sell BSMW last quarter?
Reported 13F value rose 17.0% from March 31, 2026, which includes price moves as well as buying and selling. 11 firms reported a new position and 6 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is BSMW ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.